Seasonal Tax Advisor: Client Savings & Returns

H&R Block, Inc.; Twentynine Palms (CA); In loco; USD 23.000 - 110.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive pay

Incentive plan

In-person training

Career growth in tax

Descrizione del lavoro

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare accurate returns and advise clients in person at a local tax office.

You’ll interview clients, identify tax savings opportunities, and deliver clear recommendations with supported training and technology. With an emphasis on client service and ongoing education, you will collaborate with team members to build lasting relationships and expand your tax expertise.

Competenze

• Must complete continuing education and meet IRS/state requirements.
• Minimum 1 year of tax prep or related experience, including individual and business returns.
• Experience in client-facing, consultative roles.

Mansioni

• Prepare complete and accurate tax returns for clients with diverse situations.
• Conduct client interviews to understand financials and tax implications.
• Provide personalized recommendations and identify tax savings opportunities.
• Offer IRS support and audit guidance as needed.
• Collaborate with team and maintain client-focused office environment.

Conoscenze

Tax preparation

Client communication

Regulatory knowledge

Advisory mindset

Formazione

High school diploma or GED

Bachelor's degree in accounting/finance

CPA or Enrolled Agent (EA)

Strumenti

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Descrizione del lavoro

H&R Block, Inc. is seeking a Seasonal Experienced Tax Professional to prepare accurate returns and advise clients in person at a local tax office.

You’ll interview clients, identify tax savings opportunities, and deliver clear recommendations with supported training and technology. With an emphasis on client service and ongoing education, you will collaborate with team members to build lasting relationships and expand your tax expertise.